dupont, travelers and united technology. we'll hear from coach, delta air lines, lockheed martin, us airways and sweet row. and, of course, apple, at&t and yum brands after the close. we've talked about airlines, let's get back to ray in the idle. do you want to start with delta? what do you expect to hear as we roll into earnings season today? >> well, basically, the first quarter is the worst quarter for airlines historically. the airlines should make some marginal profitability, but they have had negatively affected in the first quarter by more severe weather than usual. so we're not going to see a lot of earnings for the airlines the first quarter. it's more important looking into the future the second and third quarter, the heavier travel periods. and in the second quarter, of course, we've got this major uncertainty regarding the budget crisis. >> exactly. and before we get into that, we're also going to hear from the likes of united continental after that merger. and wa do you expect? this is a little later in the wee